Atria Wealth Solutions’s iShares Core S&P US Value ETF IUSV Stock Holding History

Atria Wealth Solutions’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.9M	Buy	185,593 +65,565	+55%	+$5.92M	0.4%	47
2025 Q1	$11.1M	Buy	120,028 +5,745	+5%	+$539K	0.13%	166
2024 Q4	$10.6M	Sell	114,283 -200,211	-64%	-$19.3M	0.12%	186
2024 Q3	$30M	Sell	314,494 -1,466	-0.5%	-$135K	0.33%	53
2024 Q2	$27.8M	Buy	315,960 +5,841	+2%	+$515K	0.31%	56
2024 Q1	$28M	Sell	310,119 -7,760	-2%	-$668K	0.32%	57
2023 Q4	$26.8M	Buy	317,879 +5,697	+2%	+$444K	0.34%	50
2023 Q3	$23.3M	Sell	312,182 -3,975	-1%	-$312K	0.33%	59
2023 Q2	$24.7M	Sell	316,157 -8,043	-2%	-$601K	0.34%	55
2023 Q1	$23.9M	Sell	324,200 -11,743	-3%	-$865K	0.35%	59
2022 Q4	$23.7M	Buy	335,943 +30,132	+10%	+$2.1M	0.38%	54
2022 Q3	$19.1M	Buy	305,811 +10,750	+4%	+$742K	0.33%	65
2022 Q2	$19.7M	Buy	295,061 +6,646	+2%	+$477K	0.37%	62
2022 Q1	$21.9M	Buy	+288,415	New	+$21.6M	0.36%	49

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atria Wealth Solutions's IUSV Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Core S&P US Value ETF (IUSV) stake by 55% in Q2 2025, buying an estimated $5.92M and bringing the position to 185,593 shares worth $17.9M. The position accounts for 0.4% of the portfolio, ranked #47.

Atria Wealth Solutions first reported a position in IUSV in Q1 2022 and has held it in 14 quarters since. The position peaked at $30M in Q3 2024. 728 funds tracked by Wall St. Rank hold IUSV as of Q2 2025.

Atria Wealth Solutions held 185,593 shares of iShares Core S&P US Value ETF worth $17.9M as of Q2 2025.
Atria Wealth Solutions bought 65,565 iShares Core S&P US Value ETF shares in Q2 2025, an estimated $5.92M.
iShares Core S&P US Value ETF made up 0.4% of Atria Wealth Solutions's portfolio in Q2 2025, its #47 holding.
Atria Wealth Solutions first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Core S&P US Value ETF position peaked at $30M in Q3 2024.
728 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.